A complete list of active advisors currently associated with New Horizon Financial Strategies, LLC

Warmer can help you find a great advisor at New Horizon Financial Strategies, LLC or one who fits your needs even better.

New Horizon Financial Strategies serves individual investors (both non‑HNW and high‑net‑worth clients), retirement-plan sponsors and a range of institutional and trust/estate clients. The firm offers comprehensive financial planning, portfolio management on both discretionary and non‑discretionary bases, retirement-plan consulting and implementation support through multiple platforms including Schwab, American Funds and the AssetMark platform. The firm’s investment approach combines fundamental and technical analysis with both long‑ and short‑term strategies, uses model portfolios and third‑party discretionary managers via the AssetMark platform, and allows clients to impose restrictions or indicate socially responsible preferences. NHFS provides ongoing monitoring and rebalancing, retirement-plan fiduciary consulting (including QDIA advice and participant education), and offers both full financial plans and limited or hourly engagements. NHFS is affiliated with an accounting practice and several principals maintain CPA credentials, and the firm’s disclosures and web presence reflect that tax and accounting expertise is integrated into its advisory services. The firm also operates with multiple adjacent business activities—insurance implementation capability, business‑coaching affiliations, and an “advisor as strategist” role on AssetMark that makes its models available to other advisors—which distinguishes its service mix from many peers.

To learn more about the advisors currently working at New Horizon Financial Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.